See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,325 | $65,322+147.0% | $70,449+129.0% | $73,488+119.5% |
| Participation rate | 96.4% | 77.0%+19.5pp | 75.1%+21.4pp | 70.7%+25.7pp |
| Annual return | 10.30% | 15.71%-5.4pp | 109.03%-98.7pp | 28.51%-18.2pp |
| Employer contribution / active EE | $3,884 | $2,460+57.9% | $2,737+41.9% | $2,270+71.1% |
| Participant deferral / active EE | $6,949 | $3,375+105.9% | $3,709+87.4% | $3,740+85.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |